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Financial Advocates Investment Management’s BWX Technologies BWXT Stock Holding History

Financial Advocates Investment Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,394
Closed -$345K – 157
2025
Q2 		$345K Buy
2,394
+340
+17% +$39.7K 0.03% 466
2025
Q1 		$203K Buy
+2,054
New +$223K 0.01% 673

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Financial Advocates Investment Management's BWXT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 2,394 shares — an estimated $345K sold.

Financial Advocates Investment Management first reported a position in BWXT in Q1 2025 and held it in 2 quarters. The position peaked at $345K in Q2 2025. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,394 BWX Technologies shares in Q3 2025, an estimated $345K.
  • Financial Advocates Investment Management first reported a position in BWX Technologies in Q1 2025 and held it in 2 quarters.
  • Financial Advocates Investment Management's BWX Technologies position peaked at $345K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.